Do You Need More Time to Enjoy Life?

We are a fee only financial advisory firm helping clients refocus their time and energy to what matters most to them. If you are looking for an innovative planning process and tax focused investment strategy, let’s talk.

I'm Ready

 
Independent

We are not tied to any family of funds or investment products. As fiduciaries we act in your best interest, at all times. We use an independent custodian (Charles Schwab & Company, Inc.) so we have a system of checks and balances.

 
Tax Expertise

We are CPAs and Enrolled Agents, with tax preparation experience – tax efficient investment management.

Client Login

Modest Spark Portal Login

Blogs